Automatically creating items from sent/received Gmail emails

Platform discussions monday CRM
1

I have two related questions:

  1. When using the “Create items using email” tag, how can I get the auto-created item to populate key fields like name, email address, etc? Currently it only creates the item but pulls in no relevant fields.
  2. We’re using an Gmail automation (“When email is received [based on a condition], create an item”), but it doesn’t work. How can we get received emails that contain a specific subject line, for example, to automatically create an item on our board?
2

Hi Tommy,

Welcome to the Monday community!

You could probably use Make to extract information from emails and use it to fill in the other board columns accurately (i.e name, email address, etc etc)

Cheers,
Harsh

We develop custom solutions on Monday to help elevate your business. Reach out on farioconsulting.com

3

Hi Tommy,
try use text column and use AI for specific column.
For email address

  1. non-standard operation
  2. recipe (use field) Update address e-mail

So if in update in item created from mail is address e-mail that should fill in cell.

Best

4

I really appreciate the help, Harsh and Bernard! We’ll give these solutions a shot.

Tommy